Account Manager, Commercial Lines

6 days ago

Calgary, Canada Wilson M. Beck Full time

Account Manager, Commercial Lines
**Job Overview**
We are currently looking for a Commercial Account Manager to join our team in our Calgary office. You will collaborate with Account Producer(s)/Marketer(s) regarding client needs and recommend solutions with respect to placement, terms and policy conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. The portfolio has significant commission income focusing on various segments of the construction, hospitality, real estate and oil and gas/energy industry, and more.
**Responsibilities**
- Maintaining maximum retention of existing book by providing exceptional client service;
- Organizing and attending internal renewal strategy meetings;
- Attending external client meetings as required;
- Preparing all client services documents (ie. Renewal Summaries, Proposals, Underwriting Submissions);
- Maintaining monthly expiry lists including following up on project expiries;
- Monitoring abeyances for outstanding information;
- Updating spreadsheets such as Statement of Values and Contractors Equipment;
- Writing correspondence and sending documents to clients (using company templates);
- Liaising with marketing on placements, renewals and midterm policy changes;
- Handling complete brokering process on small mid-size policies within the book;
- Reviewing of leases and contract documents and providing coverage advice to clients;
- Providing bid costing for clients prior to tender closings and recommending appropriate coverage;
- Completing certificate requests;
- Recommending additional coverage to clients (using coverage checklist);
- Quoting and issuing premium finance contracts as requested;
- Following up on accounts receivable;
- Following corporate policies and procedures;
- Maintaining continuing education credits for licensing;
- Other miscellaneous duties and special projects as required.

**Who You Are**
- You have a Level 2 Insurance License.
- You have a minimum of 3 to 5 years Commercial Lines experience; construction experience is an asset;
- CAIB, CIP, FCIP or CRM designation would be considered an asset along with University and/or College education.
- You are a self-starter, who is highly organized with exceptional attention to detail;
- You have excellent verbal and written communication skills;
- You have Intermediate computer skills including Microsoft Office Suite and Applied Epic;
- You have a friendly professional demeanor with a good sense of business acumen;
- You have a natural ability to thrive in a team environment and work well with others;
- You are driven to success and can represent our brand and your own cohesively and confidentially.
- Excellent organizational Skills
- Comfortable multi-tasking and prioritizing tasks without guidance
- Punctual with strong attendance history

Pay: $50,000.00-$80,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Discounted or free food
- Employee assistance program
- Extended health care
- Flexible schedule
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- Relocation assistance
- RRSP match
- Vision care
- Wellness program

**Experience**:

- Insurance: 3 years (required)

Licence/Certification:

- Level 1 or 2 Insurance License (required)

Work Location: In person

  • Account Administrator

    2 days ago

    Calgary, Canada Iridium Risk Services Inc. Full time

    Iridium Risk Services Inc. is a provider of risk management advisory and insurance broking services, specializing in companies with complex and technical risk profiles. Our deep industry knowledge and innovative business model allow us to deliver unparalleled service and insight within the industry. At Iridium, we foster a high-performance culture that...

  • Commercial Lines Manager

    2 weeks ago

    Calgary, AB, Canada DGA Careers Full time

    Manager, Commercial Lines Location : Calgary Our client is seeking a dynamic Manager, Commercial Lines to lead the Market Placement & Client Solutions team. In this role, you will oversee the placement and management of commercial and personal insurance accounts, ensuring efficient operations, strong client relationships, and high service standards. You will...

  • Strategic Commercial Account Manager

    4 weeks ago

    Calgary, Canada DGA Careers Full time

    A leading insurance firm in Calgary, Alberta, is looking for a Commercial Account Manager who will assess client needs and deliver tailored insurance solutions. Ideal candidates will have a Level 2 General Insurance License, 5+ years in commercial lines, and strong communication skills. This role offers a competitive salary, professional development...

  • Commercial Account Manager

    2 days ago

    Calgary, Canada Ryder Insurance Brokers Ltd. Full time

    **Commercial Account Manager** **Ryder Insurance Brokers Ltd.** **About the Role**: **Key Responsibilities**: - Manage and service an assigned portfolio of commercial insurance accounts with a focus on client satisfaction and retention - Process client requests including policy changes, renewals, endorsements, cancellations, and claims reporting -...

  • Commercial Lines Associate

    3 hours ago

    Calgary, Canada Sharp Insurance Full time

    Sharp Insurance is passionate about being an industry trailblazer. If you’re driven, a self-starter, and have a love of stirring things up, then Sharp is the right place for you! We value being exceptional at every level, providing outstanding customer service, and being innovative with everything we do. Sharp Insurance and the Sharp Group of Companies...

  • Commercial Lines Underwriting Manager

    2 days ago

    Calgary, Canada Aviva Full time

    As a Commercial Lines Front Line Manager, you will be responsible to provide leadership to team of talented commercial underwriters focusing on for Property & Casualty. You will be accountable to engage with our talent as a team, and one-on-one leadership, provide training, development, monitoring and measuring of individual and team results, collaborating...

  • Manager, Commercial Lines

    2 days ago

    Calgary, Canada DGA Careers Full time

    Date of modification: Job number: IW-9925 Detail Job title: Manager, Commercial Lines -9925 Description Our client is seeking a dynamic Manager, Commercial Lines to lead the Market Placement & Client Solutions team. In this role, you will oversee the placement and management of commercial and personal insurance accounts, ensuring efficient operations, strong...

  • Manager, Commercial Lines

    1 day ago

    Calgary, Canada DGA Careers Full time

    Date of modification: Job number: IW-9925 Detail Job title: Manager, Commercial Lines -9925 Description Our client is seeking a dynamic Manager, Commercial Lines to lead the Market Placement & Client Solutions team. In this role, you will oversee the placement and management of commercial and personal insurance accounts, ensuring efficient operations, strong...

  • Sr. Commercial Account Manager

    3 days ago

    Calgary, Canada Wilson M. Beck Insurance Alberta Full time

    1 week ago Be among the first 25 applicantsDirect message the job poster from Wilson M. Beck Insurance AlbertaExecutive Assistant, People & Culture Manager at Wilson M. Beck Insurance Services (Alberta) Inc.Sr. Commercial Account ManagerJob OverviewWe are currently looking for a Senior Account Manager to join our team in our Calgary office. You will...

  • Commercial Account Manager

    6 days ago

    Calgary, Canada Summit Fleet Full time

    **JOIN OUR WINNING TEAM!** Summit Fleet is a successful, growing, full-service fleet management company offering a range of programs and services to commercial fleets across Canada and the USA. We offer great benefits and opportunity for growth! We are looking for an energetic, results-oriented _**commercial vehicle lease & fleet management salesperson**_ to...